JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Intellus Advisors LLC's Holding History (CIK: 0002055137)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 64,138 Value ($000) $20,667 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 65,194 Value ($000) $20,564 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 65,511 Value ($000) $18,992 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 66,237 Value ($000) $16,248 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 67,001 Value ($000) $16,061 Avg Close $228.03 Range $198.89 - $249.04